SRS Report Scheduler

SYSPRO Reporting Services > SRS Report Scheduler

SRS Report Scheduler

Use this program to view and maintain the scheduling of SRS reports. This program is integrated with the Windows Task Scheduler on the client workstation where the scheduled items are created. Every operator, including the SYSPRO system administrator, can only view and maintain their own schedule. Every scheduled item in SYSPRO Reporting Services is operator and company specific.

The Report Scheduler window has three panes:

The Report Scheduler pane on the left displays a calendar.
The Report Scheduler pane on the right displays either a day, week or month view.
The Schedule Status pane. This pane is not displayed by default.

Calendar

This displays the calendar for two months at a time, starting with the current month and defaulting to the current day.

You can use the Today option to highlight the current date and the Day/Week/Month View pane will be updated to reflect the scheduled items for the current date.


	The calendar in the Calendar pane of the Report Scheduler is not linked to the Calendar pane in SYSPRO or the Microsoft Outlook Calendar.

If a day has an existing scheduled item, then the day is marked in bold here.

Day/Week/Month View

From this pane you can create, maintain or delete schedule items (see Schedule Report) and change the input credentials for all scheduled items using the Global Password Change option (see below).

You can change the display format of this pane:

You can display the schedule by day, week or month.
You can define the time interval displayed on the Day View as between 5 and 60 minutes.

This pane is updated as you select different days on the calendar in the Calendar pane. The current time is marked with an orange line in the time column of the Day View.


	This pane only displays the scheduled items for the current operator and company.

Global Password Change

You use this option to change the Password in the Domain or machine authentication pane (i.e. the password against the client's workstation or network domain) against all the scheduled items.

Schedule Status

This pane displays information about the status of all completed scheduled reports and it is grouped by the scheduled item. Each scheduled item can contain one or many reports.

You use the Show/Hide Schedule Status option to display or hide the Schedule Status pane. This option is also available from the View menu when you are in the Report Scheduler window.

The Show Caption option is only available when Timeline mode is enabled in the toolbar of the Day/Week/Month View.

Schedule Report

Use this program to create, maintain or delete scheduled items.

This window is displayed when you select Create Schedule or Edit Schedule from the toolbar of the Day/Week/Month View pane.

The Schedule Report program has three tabs:

Report Details
Schedule Details
Authentication

Field Description

Report Details

Select report(s) to be scheduled

This displays all the available reports that can be scheduled.

These reports include standard SYSPRO Reporting Services reports and customized / user-defined reports that were added to the main menu.


	You can only schedule reports that are available to you on your menu.

Select the report you want to add to the schedule and assign it to the List of reports to be scheduled using the navigation controls.

List of reports to be scheduled

This displays the reports you have assigned to this scheduled item.


	Ensure that the reports are in the correct sequence here as they will run consecutively.

Report form options to use

You set the options to be used on the report's form here.

Option Description

Default options

The default options for the form are defined in the report's .xsd file which is saved in the ..\Base\Schemas folder on the application server.


	If you have modified the form (or it is your own report) then these default options refer to the defaults that you have defined for the form.

Saved options Select this to use the report's options that are saved as an XML file in the ..\Base\ReportingCustomized\Preferences folder on the aplication server.

Define options

You can define the report options that must be used for the schedule. These options are saved in the ..\Base\ReportingCustomized\ReportSchedule\CompanyId\Operator\ReportInfo folder on the application server.


	TheOutput Options Preview report and Save report options are disabled for scheduled reports.

Schedule information

The description displayed here is used:

As the description of the scheduled item in the Day\Week\Month View pane.
As the contents of the Schedule subject column in the Schedule Status pane of the Report Scheduler window.
As the description in the Description field on the General tab of the Windows Task Scheduler program.

Schedule text

This description defaults to the recurrence pattern and the name of the reports, separated with a semicolon.

You can change this description.

Schedule Details You use this tab to specify when and how often the scheduled item should be run.

Start date and time

These default to the currently highlighted area within the Day\Week\Month View pane.

You can change the start date and time.


	You cannot save a schedule that is set to run in the past.

End date

You can specify an end date for a scheduled item if:

You have selected a recurrence pattern other that One time only and
You have selected the End date option.

Recurrence pattern

Option	Description
One time only	Select this if you plan only a single run of the scheduled item.
Daily	Selecting this will enable the Daily options area as well as the End date option.
Weekly	Selecting this will enable the Weekly optionsarea as well as the End date option.
Monthly	Selecting this will enable the Monthly options area as well as the End date option.

Daily options

If you select Daily as the recurrence pattern then you can select to run the scheduled item every day, every second day and so forth.

Weekly optons

If you select Weekly as the recurrence pattern then you can select to run the scheduled item every week, every second week and so forth. You can also select which day (or multiple days) of the week to run the scheduled item.

Monthly options

If you select Monthly as the recurrence pattern then you can select which calendar day of the month to run the scheduled item, or you can select to run the scheduled item on the first, second, third, fourth or last specific day of the week.

You can then also select the different months in which you want the scheduled item to run.


	If a scheduled item is scheduled to run on a specific day of the month and that day does not exist in a month (for example, the 31st does not exist in several months) then the scheduled item will not run. This is a Windows Task Scheduler limitation.

Authentication

Domain or machine authentication

The user name and password you supply here will be used by the Windows Task Scheduler program as the user account to run the task on the client workstation.

If this information cannot be validated then you cannot save the scheduled item.


	If you enter the incorrect password for the domain or workstation more than a specified number of times, you may lock the user account. This depends on the security settings of the domain or workstation.

SYSPRO authentication

This information cannot be changed.

Save

After you have saved the scheduled item in the Report Scheduler, a Windows task is immediately created in the Windows Task Scheduler program.

Windows Task Scheduler

These tasks are created and maintained on the client workstation and can be viewed in the Windows Task Scheduler program.


These tasks are set as Hidden tasks in the Windows Task Scheduler by default. You should not change these tasks directly in Windows Task Scheduler. These tasks must be maintained through the Report Scheduler program in SYSPRO Reporting Services.

These tasks are set as Hidden tasks in the Windows Task Scheduler by default.

You should not change these tasks directly in Windows Task Scheduler. These tasks must be maintained through the Report Scheduler program in SYSPRO Reporting Services.

When you open the Report Scheduler program in SYSPRO Reporting Services, the program performs a check to see that the scheduled items against the logged-in SYSPRO operator exist in the Windows Task Scheduler on that client's workstation.

If the scheduled items in the Report Scheduler and the tasks in the Windows Task Scheduler are not in sync (for example, if you log in to SYSPRO on another workstation), then you receive the following SRS Scheduler warning message:

SRS has detected that you have either changed machines or the local scheduler data has been corrupted. Do you want SRS to restore the local scheduler data?

If you select Yes, then the tasks are recreated in the Windows Task Scheduler. If you select No, then the tasks are not recreated.


	If you are using another workstation and you select Yes, then the scheduled items are populated as Windows tasks on this workstation as well and both workstations will start the scheduled items.

Notes and warnings

Activity considerations

Operator access to the following activities within this program can be restricted. You configure this using the Operators program.

Activity	Description
SRS Allow report scheduling	Controls whether an operator can create, edit and deleting report schedules.